+392.6%
ASX vs OMC
+15.0%
+377.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.5% | +2.7% | +0.6% |
| 7D | -0.7% | -6.4% | +5.7% | +0.2% |
| 30D | +2.0% | +1.1% | +0.9% | +1.7% |
| 3M | -1.3% | +10.4% | -11.7% | -3.6% |
| 6M | +71.4% | -1.7% | +73.1% | +71.7% |
| YTD | +135.3% | +4.4% | +130.9% | +132.4% |
| 1Y | +267.5% | +8.4% | +259.0% | +256.1% |
| All | +392.6% | +15.0% | +377.7% | +326.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded OMC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling